Kunst: Oracle is a cockroach company that will still be here in ten or twenty years

So, we're hearing one of the co-CEOs say they're going to need to borrow less money than previously thought. At the same time, they're raising their capbacks. How why do you think the street's reacting to that so strongly.Is it the spending or is this like the lack of clarity about the financing. I >> I think that there is just a lot of concern here about where that revenue is supposed to come from. Um, I don't think that there is a lot of certainty that that OpenAI can do what they say they're going to do ...